Michael Greer

About Michael Greer

Thanks for visiting my profile! As a Planning and Asset Manager, I provide…

Experience

1. Operations Manager i Sr Recruiting Manager - Wealth i Sr Wealth Advisor

   Nvestfit, Llc

   Sep 2022 — Present

   As Operations Manager and a Sr. Wealth Advisor with more than 14 years of financial services experience, and more than five years of successfully recruiting and placing financial and accounting professionals; I\'m charged with streamlining practice operations and driving new advisor recruiting. I have developed an acute business acumen of all aspects of running an organization, leading a team, and an instinct for creating positive outcomes. My primary focus will be the strategic planning and tactical execution of key growth and recruiting initiatives to drive the firm’s “Grow slow to grow fast” mantra. Other key initiatives include branding, roll out of the firm’s ‘Financial Fitness’ coaching program, and advancing community engagement efforts.(77••••••48

Skills

• Microsoft Office
• Strategic Planning
• Marketing
• Life Insurance
• Financial Planning
• Fixed Annuities
• Finra
• Data Analysis
• Public Speaking
• Employee Benefits
• Microsoft Excel
• Business Process Improvement
• Sales
• Customer Service
• Strategic Thinking
• Securities
• Mutual Funds
• Financial Services
• Financial Advisory
• Retirement Planning
• Management
• Risk Management
• Team Building
• Insurance
• Process Improvement
• Investments
• Finance
• Portfolio Management
• Term Life Insurance
• Retirement
• Training
• Recruiting
• Strategic Negotiations
• Strategic Leadership
• Leadership
• Long-Term Care